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GIPS compliance
Longs Peak News
ColoradoBiz Names Longs Peak’s Jocelyn Gilligan, CFA, CIPM as a GenZYZ Top Young Professional
Co-Founder, Jocelyn Gilligan has been named a GenXYZ Top Young Professional by ColoradoBiz Magazine.
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GIPS Compliance
GIPS Compliance Actions for the New Year 2023
Reviewing your GIPS policies each year is a best practice. This year, the review is especially important because...
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GIPS Compliance
Key Takeaways from the 2022 GIPS® Standards Conference
Key takeaways from the conference include clarifications on the SEC Marketing rule, best practices for the implementation of the GIPS standards and…
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GIPS Compliance
Large vs Significant Cash Flows – What’s the difference?
Wondering what the difference is between “large” and “significant” cash flows for GIPS purposes? The main difference is…
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GIPS Compliance
How to Survive a Verification Part 3: Verification Testing
Trying to get through GIPS verification testing? Here we explain exactly how testing is determined and what you need to know to...
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GIPS Compliance
GIPS Conference 2021: Key takeaways
Key takeaways from the conference include complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…
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GIPS Compliance
How to Survive a GIPS Verification Part 2: Kick-off and Initial Data Request
Want to properly kick-off your GIPS verification & understand what your verifier needs & why? Read on & access free downloads to get started.
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GIPS Compliance
How to Create a Distribution Log for GIPS Reports
Are you maintaining a GIPS Report distribution log? Under the 2020 Edition of the GIPS standards, those claiming GIPS compliance are required to demonstrate that their GIPS Reports are distributed to prospects. What this means is...
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GIPS Compliance
GIPS Compliance FAQs
When do we need to distribute GIPS Reports? Do we have to market every composite? Can I present performance without a GIPS Report? FAQs about GIPS compliance answered…
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